LCAP vs BDVL overlap
7 institutions report holding both LCAP and BDVL.
LCAPBDVL
Pick 2 to 4 ETFs.
We don’t have holdings for BDVL. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
7
institutions report holding both, of 110 holding any
LCAP9.7% of its 13F dollars, 43.8% of its 16 holders
BDVL68.3% of its 13F dollars, 6.9% of its 101 holders
Largest institutions holding both
| Firm | LCAP | BDVL |
|---|---|---|
| Envestnet Asset Management Inc. | $190.4M | $892.9M |
| LPL Financial LLC | $890K | $357.8M |
| JPMorgan Chase & Co | $137K | $89.5M |
| Northwestern Mutual Wealth Management Co | $2K | $53.5M |
| Integrated Wealth Concepts LLC | $16K | $4.5M |
| Ameriprise Financial Inc. | $2.2M | $274K |
| Morgan Stanley | $1.3M | $41K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: LCAP institutional holders, BDVL institutional holders.
Frequently asked questions
Do institutions hold both LCAP and BDVL?
7 Form 13F filers report positions in both, out of 110 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.